Capital safety with modest income
Allocations
Ticker
Yield
1Y Return
Weight
SGOVT1
iShares 0-3 Month Treasury Bond ETF
3.9%
—
11%
BILT1
SPDR Bloomberg 1-3 Month T-Bill ETF
4.8%
—
10.8%
FPET2
First Trust Preferred Securities & Income
8.0%
—
10.1%
AIBAXT2
American Funds Interm Bd Fd of Amer A
3.8%
—
10%
AMLPT3
Alerian MLP
8.0%
—
10%
ABNDXT1
American Funds Bond Fund of Amer A
4.0%
—
10%
ANCFXT2
American Funds Fundamental Invs A
22.8%
—
10%
QDVOT4
Amplify CWP Growth & Income ETF
11.3%
—
10%
SDIVT3
Global X SuperDividend
8.9%
—
10%
NBILT1
GraniteShares Ultra Short Income ETF
—
—
8.1%
Risk Distribution
T1
T2
T3
T4
Cornerstone
40%
Yield Plus
30%
Sector Specialties
20%
Volatility Harvest
10%
High Octane
0%
Key Metrics
Weighted Yield
7.6%
Weighted Risk Tier
2.0
Monthly Income (on $10k)
$64/mo
Community
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Rankings
Yield#206
Short URL
divagent.ai/p/BM52FB